Insights

 

1 min read

S2E8 | Insurance in a Financial Plan

“Look at your overall financial plan and say, ‘where do these insurance plans fit in? What do I need?’ Talk to an advisor to help you quantify what you need. It's a prioritizing process to put together a perfect plan.”

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3 min read

Can You Have a Roth and Traditional IRA? Should You?

Contributing to a traditional IRA lets you grow your retirement savings throughout your career. So...

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3 min read

What You Need to Know About Stock Options and Taxes

Stock options can be a highly profitable part of your portfolio. As long as you stay with your...

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1 min read

S2E7 | Life in 2030 Pt. 4

Subscribe: Apple Podcasts | Google Podcasts | Spotify “When you have a financial plan, you can...

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4 min read

Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Considering how many of us worked from home last year, the home office deduction is presumably...

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1 min read

S2E6 | Merging Finances

“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the...

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1 min read

S2E5 | Life in 2030 Pt. 3

“The progression of technology is going to drastically change the economy. It's going to...

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3 min read

What are Stock Options, and How Do They Work?

The first time you’re offered stock options, you may have no idea what to do with them—or even how...

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1 min read

S2E4 | Employee Options & RSUs

“Do tax planning otherwise you're going to get a giant bill at the end of the year that you aren't...

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3 min read

Bonds vs. Bond Funds: How They Differ and Which One’s Right For You

Bonds and bond funds may sound like slightly different versions of the same thing, but these...

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